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Secure Services Checklist Sharepoint

Airgentic Help

SharePoint Prerequisites Checklist

Complete these steps before starting the main Implementation Checklist.

When hosting Airgentic on SharePoint Online, you need to set up the SharePoint environment first so you know the callback page URL to register in your identity provider.

See SharePoint Integration for detailed instructions on each step.


Step 1: Deploy the SPFx package

Task Who
Add https://chat.airgentic.com to SharePoint's trusted script sources in the SharePoint Admin Center Customer
Download the Airgentic SPFx package (.sppkg — includes the web part and optional Application Customizer) Customer
Upload the .sppkg file to your SharePoint App Catalog and deploy it Customer

Step 2: Create the Callback Page

Task Who
Create a new SharePoint page to serve as your callback page (e.g. https://yourorg.sharepoint.com/sites/intranet/SitePages/callback.aspx) — see Setting up the callback page Customer
Add the Airgentic web part to this page and place it where you want the Service Hub to appear Customer
Leave Account ID, Service ID, and Redirect URI blank for now — you'll configure these after identity provider setup Customer
Note the exact URL of this page — you will need it for identity provider registration Customer

Step 3: Note Your SharePoint Origin

Task Who
Note your SharePoint origin URL (e.g. https://yourorg.sharepoint.com or your custom domain like https://intranet.yourorg.gov.au) Customer

Step 4: Plan Service Hub Placement (Optional)

The Airgentic web part acts as a placement anchor — the inline Service Hub appears exactly where you place the web part on each page. Consider where you want the Service Hub to appear:

Task Who
Decide which pages should have the inline Service Hub Customer
For each page, decide the placement (e.g. sidebar, main content area, dedicated section) Customer

Note: You can add multiple Airgentic web parts to the same page if needed — each instance works independently.


Step 5: Optional — Global hover launcher on all pages

Skip this if you only want the inline Service Hub on selected pages (web part only).

Task Who
After you have Account ID, Service ID, and Redirect URI, set the three tenant storage entities with PowerShell — see Global hover launcher Customer (tenant admin)
Enable the AirgenticLoaderApplicationCustomizer tenant-wide (component ID in the SharePoint integration guide) Customer (tenant admin)

Next Steps

You now have:
- The callback page URL (e.g. https://yourorg.sharepoint.com/sites/intranet/SitePages/callback.aspx)
- The SharePoint origin (e.g. https://yourorg.sharepoint.com)

Proceed to the main Implementation Checklist to:
1. Register the app in your identity provider using your callback URL as the redirect URI
2. Send the configuration details to Airgentic
3. Complete the widget configuration once Airgentic provides your Account ID and Service ID
4. Add the web part to other pages where you want the Service Hub to appear


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